CWA
Canvas Wealth Advisors’s Walt Disney DIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,055
| Closed | -$232K | – | 157 |
|
|
2024
Q1 | $232K | Buy |
+2,055
| New | +$232K | 0.08% | 131 |
|
|
2023
Q4 | – | Sell |
-4,812
| Closed | -$398K | – | 128 |
|
|
2023
Q3 | $398K | Buy |
4,812
+90
| +2% | +$7.44K | 0.16% | 76 |
|
|
2023
Q2 | $409K | Sell |
4,722
-1,454
| -24% | -$126K | 0.15% | 79 |
|
|
2023
Q1 | $617K | Sell |
6,176
-724
| -10% | -$72.4K | 0.26% | 62 |
|
|
2022
Q4 | $683K | Sell |
6,900
-3,548
| -34% | -$351K | 0.29% | 59 |
|
|
2022
Q3 | $1.09M | Buy |
10,448
+1,566
| +18% | +$164K | 0.47% | 42 |
|
|
2022
Q2 | $838K | Buy |
8,882
+2,726
| +44% | +$257K | 0.34% | 57 |
|
|
2022
Q1 | $699K | Buy |
6,156
+2,475
| +67% | +$281K | 0.25% | 74 |
|
|
2021
Q4 | $570K | Sell |
3,681
-100
| -3% | -$15.5K | 0.21% | 86 |
|
|
2021
Q3 | $640K | Buy |
3,781
+18
| +0.5% | +$3.05K | 0.26% | 69 |
|
|
2021
Q2 | $661K | Buy |
3,763
+556
| +17% | +$97.7K | 0.3% | 64 |
|
|
2021
Q1 | $598K | Buy |
+3,207
| New | +$598K | 0.35% | 64 |
|